See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY1+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $80,731 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,573 | $68,413-5.6% | $123,104-47.5% | $55,191+17.0% |
| Participation rate | 99.6% | 84.5%+15.0pp | 86.8%+12.8pp | 69.2%+30.4pp |
| Annual return | 0.93% | 6.30%-5.4pp | 13.22%-12.3pp | 10.78%-9.9pp |
| Employer contribution / active EE | $7,697 | $3,050+152.3% | $5,151+49.4% | $1,899+305.4% |
| Participant deferral / active EE | $1,778 | $4,490-60.4% | $6,230-71.5% | $3,046-41.7% |
| Admin fee / account holder | $135 | $88+54.3% | $9,015-98.5% | $91+49.2% |